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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,421 | $124,330+85.3% | $109,173+111.1% | $167,536+37.5% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 12.22% | 26.04%-13.8pp | 25.75%-13.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $5,357 | $4,209+27.3% | $3,723+43.9% | $4,839+10.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,306 | $7,974-71.1% | $6,755-65.9% | $12,315-81.3% |